Tom E. Walker

MTC Wealth Management LLC (MTC) is a SEC-registered investment advisor headquartered in Tampa, Florida. The firm was founded in 2019 as a wholly owned subsidiary of Members Trust Co., FSB. MTC offers third-party money management services via contractual relationship with investment platform providers. The firm considers the platform providers to be institutional investors, as these types of clients are other investment advisers who offer investment services to the underlying plan participants.

Members Trust Co. of Colorado operates a credit union. Its services include asset management and trust services to both trust and non-trust members. The company educates and informs the members and general public about the trusts and the benefits it would provide to individuals and families with competitive trust services. The company was founded in 1987 and is located in Denver, CO.

Members Trust Co. offers trust and investment services to credit unions, members, and private clients with a focus on estate planning and retirement savings. Members Trust was founded in 1987 and is based in Tampa, FL with subsidiaries in the United States. The private company provides guidance on investment management, long-term care planning, and tax-efficient investing. The company also offers information on converting traditional IRAs to Roth IRAs, business succession planning, and designating beneficiaries. Kenneth E. Lako has been the CEO of the company since 2023.